Waddell & Associates, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $974 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Red Cat Holdings, Inc. with a value of $160M, Spdr S&P Midcap 400 ETF Trust with a value of $79.9M, Schwab Fundamental U S Small C with a value of $77.1M, Wisdomtree Tr Us Quality Divid with a value of $74.2M, and Ishares Tr Global 100 ETF with a value of $68.6M.
Examining the 13F form we can see an increase of $159M in the current position value, from $815M to 974M.
Below you can find more details about Waddell & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$974 Million
ETFs: $716 Million
Technology: $186 Million
Financial Services: $23.4 Million
Healthcare: $10.8 Million
Consumer Defensive: $9.53 Million
Consumer Cyclical: $8.83 Million
Communication Services: $7.06 Million
Energy: $4.38 Million
Other: $8.26 Million
Stock Holdings Table Market Cap. of $200 Billions or more
